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Arijit Sarkar

Is Viasat Worth Buying or Is Execution Risk Still Too High Today?

VSAT is advancing ViaSat-3, government contracts and mobility growth while commercialization and competitive risks keep the investment outlook balanced.

VSATPositive Net Change IRDMPositive Net Change ASTSNegative Net Change

Zacks Equity Research

CDW Q2 Earnings & Sales Beat, Soar Y/Y on AI & Infrastructure Spending

CDW's second-quarter sales rose 10% as broad technology demand and international strength lifted adjusted EPS 12% despite margin pressure.

CDWPositive Net Change TUPositive Net Change CDNSPositive Net Change WIXPositive Net Change

Zacks Equity Research

APPS Q1 Earnings Call Centers on AI and Raised Guidance

Digital Turbine raises fiscal 2027 targets as AI, first-party data and brand ads drive broad-based growth, margin gains and greater investment capacity.

APPSPositive Net Change

Zacks Equity Research

ALAB Q2 Earnings Call Puts Scorpio Ramp Ahead of Schedule

Astera Labs posts record Q2 revenues and sees accelerating momentum in Q3 as Scorpio X-Series switch ramp enters volume production.

ALABPositive Net Change

Zacks Equity Research

ANET Q2 Earnings Call Centers on Supply Gains and 2026 Raise

Arista lifts its 2026 revenue outlook to $12.6B for a third time as supply gains unlock shipments across AI, data center, campus and routing.

ANETPositive Net Change

Shuvra Shankar Dey

Is Palantir Stock a Buy After Yet Another Blowout Quarter?

PLTR's record revenue growth, soaring profits, and stronger bookings fuel its AI momentum, while high expectations and rising costs temper the outlook.

PLTRPositive Net Change ROLPositive Net Change VRSKPositive Net Change TTPositive Net Change

Zacks Equity Research

SNAP's Q2 Revenues Climb 19% Y/Y, Adjusted EBITDA Surges 505%

SNAP tops revenue guidance as Q2 sales rise 19% and adjusted EBITDA surges 505%, with AI tools, subscriptions and ad growth driving stronger results.

SNAPPositive Net Change ADIPositive Net Change CSCOPositive Net Change AMATPositive Net Change

Zacks Equity Research

WIX Q2 Earnings Beat Expectations, Revenue Rises Y/Y on Base44 Strength

Wix beat second-quarter earnings and revenue estimates as Base44 fueled growth, while heavier AI spending pressured margins and shaped the outlook.

WIXPositive Net Change EXCNegative Net Change EIXNegative Net Change DTENegative Net Change

Zacks Equity Research

GRAB Q2 Earnings Call Focuses on Fintech Profitability and Growth

Grab raised its 2026 outlook as on-demand growth, record users and improving fintech results strengthened its profitability push.

GRABPositive Net Change

Zacks Equity Research

PLTR Q2 Earnings Call Spotlights Sovereign AI Demand

Palantir's sovereign AI strategy, surging U.S. commercial growth and raised 2026 outlook spotlight expanding demand and customer control.

PLTRPositive Net Change